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Quantum Financial Advisors’s Cummins CMI Stock Holding History

Quantum Financial Advisors’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$444K Buy
623
+6
+1% +$3.95K 0.04% 133
2026
Q1 		$332K Buy
617
+8
+1% +$4.53K 0.04% 149
2025
Q4 		$311K Buy
609
+1
+0.2% +$467 0.03% 156
2025
Q3 		$257K Buy
+608
New +$233K 0.03% 158
2025
Q1 		– Sell
-608
Closed -$212K – 181
2024
Q4 		$212K Buy
+608
New +$214K 0.03% 175

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Quantum Financial Advisors's CMI Position: Q2 2026 in Review

Quantum Financial Advisors increased its Cummins (CMI) stake by 0.97% in Q2 2026, buying an estimated $3.95K and bringing the position to 623 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #133.

Quantum Financial Advisors first reported a position in CMI in Q4 2024 and has held it in 5 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Quantum Financial Advisors held 623 shares of Cummins worth $444K as of Q2 2026.
  • Quantum Financial Advisors bought 6 Cummins shares in Q2 2026, an estimated $3.95K.
  • Cummins made up 0.04% of Quantum Financial Advisors's portfolio in Q2 2026, its #133 holding.
  • Quantum Financial Advisors first reported a position in Cummins in Q4 2024 and has held it in 5 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.